Here comes the super roller coaster! Covid-19 antigen detection concept unit, with an amplitude of 24% within the day, and institutions smashed the market collectively

After harvesting two 20ccm stops in a continuous harvest, two 20ccm for two. After a continuous harvest, the Zhejiangtailin Bioengineering Co.Ltd(300813) , the turnover rate throughout the day is nearly 40%.

What are the funds behind it Zhejiangtailin Bioengineering Co.Ltd(300813) the data of the one-day list released after hours showed that the funds of the dragon and tiger list sold a net 65.15 million yuan , institutions sold two, three, four and five seats, and sold a total of 94.73 million yuan.

This morning, Zhejiangtailin Bioengineering Co.Ltd(300813) replied on interactive easy that NC membrane ” began small batch production, and the current production capacity is still very small “.

The company issued a change announcement after hours last Friday. In March this year, it completed the development and production line construction of NC film and officially put into small batch production. The sales of NC film has just begun, accounting for a very low proportion of the company’s overall sales .

Huaan Securities Co.Ltd(600909) Tan Guochao and others said in the research report released on March 13 that the antigen detection kit is generally colloidal gold immunochromatography, reagent contains antigen / antibody pre fixed on the detection area of NC membrane and antigen / antibody color marker coated on the marker pad . Upstream raw materials are mainly divided into main materials, auxiliary materials and packaging materials. The main materials are antigen antibody, nitrocellulose membrane (NC membrane) , PVC rubber sector, etc.

Another covid-19 prevention and control concept stock in the direction of NC film North Chemical Industries Co.Ltd(002246) achieved five connected boards in March. Since February 18, the cumulative stock price has increased by up to 88% . The company is the largest nitrocellulose production enterprise in the world.

Coincidentally, after hours today, when asked whether the company’s NC membrane raw material nitrocellulose chose North Chemical Industries Co.Ltd(002246) , , Zhejiangtailin Bioengineering Co.Ltd(300813) replied on the interactive trade that “the company’s membrane raw materials are purchased through the company’s qualified suppliers or traders”.

Zhejiangtailin Bioengineering Co.Ltd(300813) is mainly engaged in microbial detection technology series products, accounting for 40% of the revenue . The main products include all kinds of consumables, instruments and equipment, which can be used alone or in combination in the production and quality testing of sterile drugs. At the same time, the application fields that can be expanded include medical and health, food safety, disease prevention and control, biosafety, inspection and quarantine, bioengineering Large health industries such as experimental animals and environmental protection.

In terms of news, on March 30, Ma Xiaowei, Secretary of the Party group and director of the National Health Commission, wrote on the official website of the National Health Commission, pointing out that the monitoring line of defense will be further moved forward, the monitoring mode of “antigen screening + nucleic acid diagnosis” will be promoted, and antigen detection will be added as a supplementary means of nucleic acid detection .

According to the information released by the State Food and drug administration, as of April 5, China has approved 24 covid-19 virus antigen detection reagent products , involving 24 enterprises.

In terms of performance, Zhejiangtailin Bioengineering Co.Ltd(300813) january 12 announced that the company expects to achieve a net profit of 58.07 million yuan to 72.58 million yuan in 2021, with a year-on-year increase of 20.02% – 50% . During the reporting period, with the further expansion of the market, the operating revenue of the company continued to grow, and the gross profit also increased compared with the same period last year.

Zheshang Securities Co.Ltd(601878) Sun Jian and others pointed out in their research report on December 24, 2021 that the equipment related to cell and gene therapy (CGT) drives the growth of Zhejiangtailin Bioengineering Co.Ltd(300813) medium and short-term income, product upgrading may be the biggest change in 20222024 . Benefiting from the boom of downstream CGT capital expenditure, it is believed that the compound growth rate of the company’s cell preparation / sub packaging workstation business revenue is expected to reach 100% + from 2022 to 2024, driving the overall revenue growth CAGR to be about 35%.

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